Thanks for replies.
So, basically theses 'customer specific' grades are as a result of A) Purity, and B) Mixture.
I fully understand that the process is not easy, particularly on the scale of the Lamp, but what is it that LYC are going to be producing that the other folks can't.
Industrial needs have been met for some many years now, and so one must assume, in the absence of any evidence to the contrary, that Chinese suppliers are well capable of meeting these said specific orders.
Do we know of any more data on the plans to deal with the remaining REE which represent over 25% (by value) if fully separated. Without these additional values LYC will likely run at zero or less profit at 11mt. One assumes that if sold as a mix that others have to separate then the value will be far less than basket prices.
11kt output may be very marginal, IMO
- Forums
- ASX - By Stock
- LYC
- rare earth re-cycling starting to get momentum
rare earth re-cycling starting to get momentum, page-15
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$7.61 |
Change
-0.100(1.30%) |
Mkt cap ! $7.113B |
Open | High | Low | Value | Volume |
$7.65 | $7.65 | $7.49 | $13.50M | 1.778M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 10000 | $7.57 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.61 | 6808 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 10000 | 7.570 |
1 | 11246 | 7.560 |
6 | 38066 | 7.550 |
2 | 16385 | 7.540 |
2 | 20557 | 7.530 |
Price($) | Vol. | No. |
---|---|---|
7.610 | 6808 | 1 |
7.620 | 15790 | 6 |
7.630 | 15744 | 2 |
7.640 | 35166 | 3 |
7.650 | 21186 | 2 |
Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries
LYC (ASX) Chart |